The URL can be used to link to this page

Home My WebLink About03-26-15 COMMONWEALTH OF PENNSYLVANIA REV-1162 EX�11-96) DEPAfiTMENT OF REVENUE BUREAU OF INDIVIDUAL TAXES DEPT.280601 HARRISBURG,PA 17128-0601 PENNSYLVANIA RECEIVED FROM: INHERITANCE AND ESTATE TAX OFFICIAL RECEIPT NO. CD 020410 PUTT RICHARD G 504 LANCASTER AVENUE ENOLA, PA 17025 ACN ASSESSMENT AMOUNT CONTROL NUMBER -------- fold 14141876 ( 530.00 ESTATE INFORMATION: SSN: � 14141874 � 544.61 FILE NUMBER: 2114-0805 101 � $5,925.39 DECEDENT NAME: PUTT SAMUEL W � DATE OF PAYMENT: 03/26/2015 � POSTMARK DATE: 03/26/201 5 I COUNTY: CUMBERLAND � DATE OF DEATH: 06/26/2014 I � TOTAL AMOUNT PAID: 56,000.00 REMARKS: RECEIPT TO ATTY CHECK# 8578 INITIALS: HMW SEAL RECEIVED BY: LISA M. GRAYSON, ESQ. REGISTER OF WILLS REGISTER OF WILLS BUREAU OF INDIVIDUAL TAXES Pennsylvania lnheritance Tax • pennsylvania PO BOX 280601 HARRISBURG PA 17128-0601 Information Notice DEPARTMENT OF REVENUE And Taxpayer Response pEY-159!EX DocE%EL c�e-iz� FILE NO.21 ACN 14141876 DATE 07-23-2014 Type of Account Estate of SAMUEL W PUTT Savings SSN Checking Date of Death 06-26-2014 Trust RICHARD G PUTT County CUMBERLAND Certificate 504 LANCASTER AVE ENOLA PA 17025-2636 _.,9 nz s r_ �-� �:, c::� :� ' :� �� C J.� ; ,� �,_,. �,; _ � — , : � MEMBERS isr Fcu provided the department with the information below indicating that at the death'+of the above-named decedent ou were a joint owner or beneficiary of the account identified. Account No.3278 Remlt Payment and Forms to: Date Establlshed 11-29-1954 REGISTER OF WILLS Account Balance $4,000.27 7 COURTHOUSE SQUARE Percent Taxable X 16.667 CARLISLE PA 17013 Amount Subject to Tax $666.73 Tax Rate X 0.045 Potential Tax Due $30.00 NOTE*: If tax payments are made within three months of the With 5%Discounf(Tax x 0.95) $(see NOTE") decedent's date of death,deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step 1: Please check the appropriate boxes below. 1 A []No tax is due. I am the spouse of the deceased or I am the parent of a decedent who was 21 years old or youn ger at date of dea t h. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. B �The'information is The above information is correct, no deductions are being taken,and payment will be sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C �The tax rate is incorrect. � 4.5% I am a lineal beneficiary(parent,child,grandchild,etc.)of the deceased. (Select correct tax rate at right,and complete Part � 12��, I am a sibling of the deceased. 3 on reverse.) � 15% All other relationships (including none). p �Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. Complete Part 2 and part 3 as appropriate on the back of this form. E �Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax inheritance tax form Return filed by the estate representative. REV-1500. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. PART Debts and Deductions 2 Aliowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment,and the estate is insufficient to pay the deductible items. B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (If additional space is required,you may attach 81/2"x 11"sheets of paper.) Date Paid Payee Description Amount Paid Total Enter on Line 5 of Tax Calculation $ PART Tax Calculation 3 If you are making a correction to the establishment date(Line 1)account balance(Line 2),or percent taxable(Line 3), — please obtain a written correction from the financial institution and attach it to this form. 1. Enter the date the account was established or titled as it existed at the date of death. 2. Enter the total balance of the account including any interest accrued at the date of death. 3. Enter the percentage of the account that is taxable to you. a. First,determine the percentage owned by the decedent. i. Accounts that are held"in trust for"another or others were 100%owned by the decedent. ii. For joint accounts established more than one year prior to the date of death,the percentage taxable is 100%divided by the total number of owners including the decedent. (For example:2 owners=50%,3 owners=33.33°/a, 4 owners =25%,etc.) b. Next,divide the decedenYs percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determined by multiplying the account balance by the percent taxable. 5. Enter the total of any debts and deductions claimed from Part 2. 6. The amount taxable is determined by subtracting the debts and deductions from the amount subject to tax. 7. Enter the appropriate tax rate from Step 1 based on your relationship to the decedent.. If indicating a different tax rate,please state your relationship to the decedent: 1. Date Established 1 2. Account 8alance 2 $ 3. Percent Taxable 3 X 4. Amount Subject to Tax 4 � 5. Debts and Deductions 5 = 6. Amount Taxatile 6 $ 7. Tax Rate � X 8. Tax Due � 8 $ 9. With 5%Discount(Tax x.95) 9 X Step.2: Sign and date below. Return TWO completed and signed copies to the Register of Wills Iisted on the front of this form, along with a check for any pay,ment you are making. Checks must be made payable to"Register of Wills,Agent" Do not send payment directly to the Department of Revenue. Under penalty of perjury, I declare that the facts I have reported above are true,correct and complete to the best of my knowledge and belief. WOrk Home -��z-�� -- Taxpayer Signat re Telephone Number Date ��rs IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE �i DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020 BUREAU OF INDIVIDUAI 7AXES Pennsylvania lnheritance Tax � pennsylvania PO BOX 280601 NARRISBURG PA ��Zs-o6o� Information Notice DEPARTMENT OF REVENUE And Taxpayer Response REvisaa ex m�exEc cae-it� FILE NO.21 ACN 14141874 � DATE 07-23-2014 Type of Account Estate of SAMUEL W PUTT Savings SSN 193-12-7985 Checking Date of Death 06-26-2014 Trust RICHARD G PUTT County CUMBERLAND 504 LANCASTER AVE Certificate ENOLA PA 17025-2636 , �;::a ,;i �� t:;; �-r� c- c.7 �rv' c.�� . . -.� ;� a <,-:> , ;, =;.; � �� CT) ' . _Y.� i - — _ , y'� . � --_.i . y-� � MEMBERS isr Fc provided the department with the information below indicating that at h�death�of the above-named decedent you were a 'oint owner or beneficia of the account identified. � Account No.3278 Remit Payment and Forms to: Date Established 11-29-1954 REGISTER OF WILLS Account Balance $5,947.95 1 COURTHOUSE SQUARE Percent Taxable X 16.667 CARLISLE PA 17013 Amount Subject to Tax $991.34 Tax Rate ' X 0.045 Potential Tax Due $44.61 NOTE*: If tax payments are made within three months of the With 5% Discount(Tax x 0.95) $(see NOTE') d�edenYs date of death,deduct a 5 percent discount on the tax due. Any inheritance tax due will become delinquent nine months after the date of death. PART Step 1 : Please check the appropriate boxes below. 1 A �No tax is due. i am the spouse of the deceased or I am the parent of a�decedent who was 21 years old or younger at date of death. Proceed to Step 2 on reverse. Do not check any other boxes and disregard the amount shown above as Potential Tax Due. B �The information is The above information is correct, no deductions are being taken,and payment will be sent correct. with my response. Proceed to Step 2 on reverse. Do not check any other boxes. C �The tax rate is incorrect. � 4.5% I am a lineal beneficiary(parent,child,grandchild,etc.)of the deceased. (Select co�rect tax rate at . right,and complete Part � 12q, I am a sibling of the deceased. 3 on reverse.) � 15% All other relationships(including none). p �Changes or deductions The information above is incorrect and/or debts and deductions were paid. listed. Complete Part 2 and part 3 as appropriate on the back of this form. E �Asset will be reported on The above-identified asset has been or will be reported and tax paid with the PA Inheritance Tax inheritance tax form Return filed by the estate representative. REV-1500. Proceed to Step 2 on reverse. Do not check any other boxes. Please sign and date the back of the form when finished. PART Debts and Deductions z Allowable debts and deductions must meet both of the following criteria: A. The decedent was legally responsible for payment,and the estate is insufficient to pay the deductible items. B. You paid the debts after the death of the decedent and can furnish proof of payment if requested by the department. (If additional space is required,you may attach 81/2"x 11"sheets of paper.) Pa ee Description Amount Paid Date Paid Y Total Enter on Line 5 of Tax Calculation $ �PART TaX CaICUIatIOn If ou are making a correctlon to the establishment date(Line 1)account balance(Llne 2),or percent taxable(Line 3)� — please obtain a written correction from the financial institution and attach it to this form. 1. Enter the date the account was established or titled as it existed at the date of death. 2. Enter the total balance of the account including any interest accrued at the date of death. 3. Enter the percentage of the account that is taxable to you. a. First,determine the percentage owned by the decedent. i. Accounts that are held"in trust for"another or others were 100%owned by the decedent. ii. For joint accounts established more thart one year prior to the date of death,the percentage taxable is 100%divided by the total number of owners including the decedent. (For example:2 owners=50%,3 owners=33.33%,4 owners =25%,etc J b. Next,divide the decedenYs percentage owned by the number of surviving owners or beneficiaries. 4. The amount subject to tax is determined by multiplying the account balance by the percent taxable. 5. Enter the total of any debts and deductions claimed from Part 2. 6. The amount taxable is determined by subtracting the debts and deductions from the amount su6ject to tax. 7. Enter the appropriate tax rate from Step 1 based on your relationship to the decedent.; If indicating a different tax rate,please state your relationship to the decedent: 1. Date Established 1 2. Account Balance 2 � 3. Percent Taxabie 3 X 4. Amount Subjeet to Tax ` 4 � 5. Debts and Deductions 5 - . 6. Amount Taxable 6 $ 7. Tax Rate � X 8. Ta�c Due 8 $ 9. With 5%Discount(Tax x .95) 9 X Step,2: Sign and date below. Return TWO completed and signed copies to the Register of�Ils listed on the front of this form, along with a check for any payment you are making. Checks must be made payable to"Register ot Wills,Agent." Do not send payment directly to the Department of Revenue. Under penalty of perjury, I declare that the facts i have reported above are true,correct and complete to the best of my knowledge and belief. Work � - Home ��- i��2_ �-� ' Tele hone Number Date � z�� Taxpayer Signature p IF YOU NEED FURTHER ASSISTANCE, CONTACT PENNSYLVANIA DEPARTMENT OF REVENUE DISTRICT OFFICE, OR THE INHERITANCE TAX DIVISION AT 717-787-8327. SERVICES FOR TAXPAYERS WITH SPECIAL HEARING AND/OR SPEAKING NEEDS ONLY: 1-800-447-3020